Robinson Capital Management’s iShares Russell 1000 ETF IWB Stock Holding History

Robinson Capital Management’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-250	Closed	-$77.6K	–	133
2024 Q3	$77.6K	Hold	250	–	–	0.03%	139
2024 Q2	$74.4K	Hold	250	–	–	0.03%	136
2024 Q1	$69.4K	Buy	250 +125	+100%	+$34.3K	0.03%	137
2023 Q4	$32.6K	Buy	+125	New	+$30.6K	0.01%	154
2023 Q3	–	Sell	-125	Closed	-$30.5K	–	253
2023 Q2	$30.5K	Hold	125	–	–	0.01%	167
2023 Q1	$28.4K	Hold	125	–	–	0.01%	201
2022 Q4	$26.3K	Hold	125	–	–	0.01%	226
2022 Q3	$25K	Hold	125	–	–	0.02%	237
2022 Q2	$27K	Hold	125	–	–	0.02%	198
2022 Q1	$31K	Buy	+125	New	+$30.9K	0.02%	202
2021 Q4	–	Sell	-220	Closed	-$53K	–	243
2021 Q3	$53K	Buy	+220	New	+$54.7K	0.05%	124

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Robinson Capital Management's IWB Position: Q4 2024 in Review

Robinson Capital Management sold out of iShares Russell 1000 ETF (IWB) in Q4 2024, closing a stake of 250 shares — an estimated $77.6K sold.

Robinson Capital Management first reported a position in IWB in Q3 2021 and held it in 11 quarters. The position peaked at $77.6K in Q3 2024. 1,361 funds tracked by Wall St. Rank hold IWB as of Q4 2024.

Robinson Capital Management reported no remaining iShares Russell 1000 ETF position as of Q4 2024 after selling out during the quarter.
Robinson Capital Management sold 250 iShares Russell 1000 ETF shares in Q4 2024, an estimated $77.6K.
Robinson Capital Management first reported a position in iShares Russell 1000 ETF in Q3 2021 and held it in 11 quarters.
Robinson Capital Management's iShares Russell 1000 ETF position peaked at $77.6K in Q3 2024.
1,361 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2024.

Based on Robinson Capital Management's 13F filing for Q4 2024, filed 31 Jan 2025.